How to Import a data file to Board?

Importing your data is easier than ever on Board's web version. Simply enter your credentials to log into your Board account on our Web app.

*Note: If you would like to import from the mobile app, first go to Accounts, add a new account and select 'File Import' option. Instructions will be sent to your email. 

On the Web app, you'll see an option menu along the left side of your screen. Click on Imports. Now, at the top of the screen, click to choose into which account you'd like to import your file. If you don't have yet any account available there, create an account first. As indicated in the top left corner of this screen, you can choose a file from your computer or drag and drop a file. 

What file form and data Board supports?

When you have chosen your file, Board will take you through these setup steps.

   Step 1: Does your file have a Header row? This is usually row 1, which shows the column titles such as Date, Name, Memo, Amount, etc. Set your header row if your file has one and click Next.

   Step 2: Which is your Amount column? Please make sure that Board has highlighted the correct column and click Next. 

   Step 3: Which is your Date column? Please make sure that Board has highlighted the correct Date column and click Next.  

   Step 4: You can identify additional columns in your file; then click Preview. *This step is important, as it may help Board categorize your Records more accurately.*

You are ready to import your file! The next time you import a file, if everything is ok, Board will simply display the Preview for you to accept. 

*Note: To edit your Records, click on Records in the option menu along the left side of your screen. You can select one or multiple Records to edit; you will see your editing options along the right side of your screen. 

*Note: To delete your Import file and all Records, simply click on the down arrow next to the file name. Click delete, then confirm. Your file and all Records from that file will be deleted! 

 

Example Import file:

file_download.png

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